Create an estimate, send an invoice or share a payment link. Track the payment alongside the customer, including recurring invoices for ongoing work.
Prepared for Cole Type Co.
Customer, invoice and transaction history stay connected.
Spacebrain Payments brings estimates, invoices, recurring invoices, payment links, products, and transaction review into the customer workspace. Payment activity stays associated with the customer and related work, while reconciliation helps the team see which transactions are settled and which need attention.
Invoice customers. Track every payment.
Select the customer and approved products. Spacebrain calculates the total and keeps the invoice, owner, and history on the same record.
Use a payment link for one-off work or schedule recurring invoices for retainers, memberships, and ongoing services.
Matched payments clear automatically. Failed or unmatched transactions appear with the customer and invoice context your team needs to resolve them.
Customer, invoice and transaction history stay connected. Here is a practical starting point for your setup.
Choose the customer, products, pricing, and terms. Build an estimate, invoice, recurring invoice, or payment link.
Share the request through the customer workflow without copying contact or deal details into another system.
Review transaction activity, payment status, and reconciliation from the same operating workspace.
Keep delivery, reminders, ownership, and reporting moving with the payment context attached.
Explore six tools to use alongside Payments.
Quote work, send the invoice, and keep delivery attached to the same customer.
Standardize estimates, recurring invoices, and payment tracking across client workspaces.
Turn approved proposals into invoices and keep follow-up tied to the engagement.
Manage ongoing invoices for retainers, memberships, and repeat services.
Share a payment link and keep purchase activity beside registration and follow-up.
Connect the commercial request, transaction, CRM record, and next action.
Send the deposit invoice for Avery’s project. Start by following these steps: choose the customer and products; prepare the invoice; track the payment status. Customer, invoice and transaction history stay connected.
Create estimates, invoices, recurring invoices, and payment links. You can also manage products, review transactions, and work through reconciliation.
Yes. Payment objects and activity can stay associated with the customer context, owner, and related work instead of living in a separate payment-only record.
Spacebrain includes recurring invoices for ongoing services, retainers, memberships, and other repeat billing workflows.
Use Transactions to review payment activity and Reconciliation to identify what is settled and what still needs attention.
Yes. Keep a product catalog for the offers and line items your team uses repeatedly, then add them to estimates, invoices, and payment links.
Payments is designed to work beside CRM, Forms, Funnels, Email, Automations, Tasks, and reporting so payment status can remain part of the customer workflow.
Yes. Agencies can keep client workspaces separate while reusing a consistent payment and delivery process across accounts.